Lee Financial’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $332K | Buy |
+2,438
| New | +$332K | 0.05% | 113 |
|
2025
Q1 | – | Sell |
-2,732
| Closed | -$207K | – | 174 |
|
2024
Q4 | $207K | Buy |
+2,732
| New | +$207K | 0.03% | 170 |
|
2024
Q1 | – | Sell |
-1,010
| Closed | -$17.3K | – | 640 |
|
2023
Q4 | $17.3K | Buy |
1,010
+1,000
| +10,000% | +$17.2K | ﹤0.01% | 340 |
|
2023
Q3 | $160 | Hold |
10
| – | – | ﹤0.01% | 821 |
|
2023
Q2 | $154 | Hold |
10
| – | – | ﹤0.01% | 763 |
|
2023
Q1 | $85 | Hold |
10
| – | – | ﹤0.01% | 777 |
|
2022
Q4 | $64 | Hold |
10
| – | – | ﹤0.01% | 918 |
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 971 |
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 965 |
|
2022
Q1 | $0 | Sell |
10
-57
| -85% | – | ﹤0.01% | 915 |
|
2021
Q4 | $1K | Sell |
67
-9
| -12% | -$134 | ﹤0.01% | 864 |
|
2021
Q3 | $2K | Buy |
76
+66
| +660% | +$1.74K | ﹤0.01% | 640 |
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 686 |
|
2021
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 509 |
|